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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $870 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,662 | $63,114-94.2% | $92,903-96.1% | $65,185-94.4% |
| Participation rate | 87.5% | 68.8%+18.7pp | 76.0%+11.5pp | 70.2%+17.3pp |
| Annual return | 20.15% | 28.75%-8.6pp | 109.43%-89.3pp | 29.38%-9.2pp |
| Employer contribution / active EE | $536 | $2,571-79.2% | $3,653-85.3% | $2,177-75.4% |
| Participant deferral / active EE | $1,434 | $3,108-53.9% | $4,238-66.2% | $3,514-59.2% |
| Admin fee / account holder | $6 | $624-99.0% | $5,795-99.9% | $847-99.3% |